— Compassionate Estate Administration

We carry the
paperwork,
so you can
carry each other.

When a loved one passes, grief deserves your full attention. Loss Ally handles the overwhelming cascade of legal, financial, and administrative tasks — gently, thoroughly, and on your timeline.

Your Estate Checklist
Obtain certified death certificates
Notify Social Security Administration
Cancel recurring subscriptions
Contact probate attorney
Close bank & investment accounts
Transfer property & title deeds
File final tax return
Digital estate & social media closure

Sara E. — your assigned advisor — is managing 3 open items today.

150+
Tasks per estate,
on average
60h
Hours saved
per family
97%
Client satisfaction
score
72h
Average first task
completion
— Our Purpose

Death leaves a mountain of to‑dos. You shouldn't climb it alone.

When someone we love dies, the world doesn't pause. Bills arrive. Institutions demand paperwork. Strangers need to be called. Accounts need closing. Most families are completely unprepared for the administrative avalanche — and it falls at the worst possible moment.

Loss Ally was founded by a daughter who watched her mother lose a sister and figure out the aftermath entirely alone. She created a service that sits beside families — not just at the legal level, but at the human one — guiding every step with clarity and warmth.

Day 1–3 — First Call

Your dedicated advisor reaches out to listen, assess, and prioritize the immediate needs.

Week 1 — Urgent Tasks

Death certificates, employer notification, stopping recurring charges, securing the home.

Month 1 — Financial

Banks, insurance, pension, Social Security, investment accounts — all coordinated.

Months 2–6 — Estate

Probate navigation, property transfer, tax filings, digital asset closure.

Closure — Peace of Mind

Final estate summary, record-keeping package, and a clear declaration of completion.

What We Handle

Every administrative burden,
taken care of.

Legal & Probate

Guiding families through the court process without the fear of legalese.

Probate court coordination
Will & trust interpretation support
Beneficiary notification letters
Attorney referral & liaison service
Property deed & title transfer

Financial Closure

Methodically closing, transferring, and documenting every account.

Bank & investment account notifications
Credit card cancellations & debt inquiry
Insurance claims coordination
Pension & annuity survivor benefits
Final tax return preparation support

Government & Records

Navigating bureaucracy so you never have to be put on hold again.

Social Security Administration notification
Medicare & Medicaid closure
Passport, license & voter record updates
Veterans Affairs benefit claims
IRS & state tax authority filing

Digital Estate

A compassionate and thorough approach to an entirely modern problem.

Social media memorialization or removal
Email & cloud account closure
Subscription & streaming cancellations
Cryptocurrency & NFT asset inventory
Online photo & data archive service

Property & Home

From the front door to the final sale, handled with care and diligence.

Utility transfer or cancellation
Property review policy & notifications
Landlord or HOA notification
Storage & belongings coordination
Real estate referral where needed

Grief Support Referrals

Because navigating paperwork is only one part of the journey.

Curated grief therapist directory
Support group matching by location
Links to family counselor referrals
Faith-based grief resource connection
6-month wellness check-in calls
— The Process

A steady hand
through every step.

No two estates are the same. We adapt to your timeline, your family, and your situation — with one dedicated advisor by your side from the first call to final closure.

Talk to an advisor →
01

A Gentle First Conversation

We listen without rushing. You share what's happened; we assess what's needed and map out the path ahead.

02

A Personal Estate Map

We build a prioritized, plain-language action plan tailored to your specific estate — no generic checklists.

03

We Do the Heavy Lifting

From making difficult calls to tracking down documents, we handle the administrative burden so you don't have to.

04

Transparent Progress Updates

You always know where things stand. Regular updates and a shared dashboard keep you informed, never in the dark.

05

Final Closure Package

A complete record of everything settled — organized, archived, and handed back to you with peace of mind.

Who we support

Surviving spouses managing finances for the first time

Adult children settling a parent's estate from a distance

Executors and trustees who need a knowledgeable partner

Anyone overwhelmed by the administrative weight of grief

Our Approach

Calm, practical guidance —
not legal advice, not judgment

Loss Ally was founded on a simple belief: when someone dies, the people left behind deserve help with the mountain of practical tasks that follow — without being rushed, confused, or overcharged.

We're not attorneys. We're organized, compassionate guides who know the system and walk alongside you every step of the way — at your pace, on your terms.

Get Guidance
Simple, Honest Pricing

One clear cost. No surprises.

Flat-fee pricing means you never worry about the clock running while we're helping you.

Essential
Guided
$895
one-time flat fee
Personalized estate checklist & priority map
Government notifications (SSA, IRS, DMV)
3 hours of advisor support calls
Template letters & forms library
60-day estate dashboard access
Get Started
★ Most Chosen
Supported
$1,895
one-time flat fee
Everything in Guided, plus:
Dedicated named advisor, yours alone
We make the calls & send the letters for you
Bank, insurance & account closure coordination
Digital estate management
12-month dashboard & document archive
Grief support referral matching
20 hours of advisor support calls
Get Started
Complex Estates
Full Service
$3,500+
quoted by estate size
Everything in Supported, plus:
Probate navigation & attorney liaison
Real estate transition coordination
Business asset & ownership transfers
Multi-state estate management
Unlimited advisor hours, 18-month access
Quarterly family check-in calls
Talk to Us
— Families We've Helped

What families say about working with us.

"
I didn't know where to start. After my husband passed, the paperwork felt endless and I was drowning. Loss Ally gave me a clear list and walked me through each step. I finally felt like I could breathe again.
MR
Margaret R.
Portland, OR
"
As executor for my father's estate, I was completely overwhelmed. The team at Loss Ally took the most complex tasks off my plate and kept me informed every step of the way. Worth every penny.
DK
David K.
Chicago, IL
"
My siblings and I live in three different states and couldn't coordinate anything. Loss Ally became our single point of contact and sorted everything out. I don't know what we would have done without them.
SL
Sarah L.
Austin, TX
— Take the First Step

You don't have to figure this out alone.

Reach out whenever you're ready — whether that's the day of passing or six months later. There's no wrong time to ask for help. We'll meet you exactly where you are.

Loss Ally is not a law firm. We provide administrative support and coordination services. For legal advice, we'll connect you with a qualified attorney in your area.

Request a Free Consultation

We respond within 4 hours, Monday–Friday, 8am–6pm